Anderson Financial Strategies, LLC

Background

Anderson Financial Strategies, LLC is a registered investment adviser whose publicly disclosed 13F filings reflect a preference for small-cap and micro-cap growth exposure, often accessed through ETF wrappers rather than direct equity positions. The firm is not a mega manager by assets under management, but its concentrated approach — roughly 56 holdings, with meaningful weight clustered in the top ten positions — signals deliberate portfolio construction rather than broad diversification for its own sake. Over the trailing twelve months, Anderson has posted a reported annual return of +37.5%, generating approximately +19.8% of alpha relative to the S&P 500. That figure warrants attention, though a single-year track record is not a forecast.

Current Portfolio Signal

Anderson's top 15 holdings are almost entirely ETF-based, which gives the portfolio an unusually layered quality: investors are effectively buying a manager's view on which funds best express a given theme. The single largest position, WTV (WisdomTree U.S. SmallCap Quality Dividend Growth, 12.0%), anchors the book in domestic small-cap with a quality-dividend tilt. QGRO (American Century STOXX U.S. Quality Growth ETF, 9.7%) and FENI (Fidelity Covington Trust, 8.6%) push the portfolio further toward growth factor exposure. Fixed-income diversification appears through IAGG (iShares Core…